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Orion Portfolio Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Orion Portfolio Solutions’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.44M Buy
16,194
+10,176
+169% +$1.01M 0.01% 888
2024
Q4 		$603K Buy
+6,018
New +$596K 0.01% 1279
2020
Q3 		– Sell
-245
Closed -$14K – 1194
2020
Q2 		$14K Sell
245
-710
-74% -$35.6K ﹤0.01% 1072
2020
Q1 		$40K Buy
955
+520
+120% +$24.6K ﹤0.01% 638
2019
Q4 		$20K Buy
+435
New +$19.3K ﹤0.01% 773

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Orion Portfolio Solutions's IGV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 169% in Q1 2025, buying an estimated $1.01M and bringing the position to 16,194 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #888.

Orion Portfolio Solutions first reported a position in IGV in Q4 2019 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Orion Portfolio Solutions held 16,194 shares of iShares Expanded Tech-Software Sector ETF worth $1.44M as of Q1 2025.
  • Orion Portfolio Solutions bought 10,176 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $1.01M.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #888 holding.
  • Orion Portfolio Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 5 quarters since.
  • 628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.